Native Apps Top Bar

The top bar provides immediate access to key information and services.



Menu/Button Name Description


Search Lets you search across the 3DEXPERIENCE platform or within the current tab.

The search scope can be specified in the menu at the left of the box. This allows you to define WHAT to search, WHERE to search and HOW to search.

You can refine search results using 6WTags.



6WTags Click the tag icon next to the search box to reveal the 6WTags.

6WTags let you capture the semantic on any content (either automatically extracted or created by users).

For more information, see 3DEXPERIENCE Platform User's Guide: Filtering with 6WTags.


Me Lets you access any user-related information. Its content may vary depending on the current app.

The following entries are provided:

  • My Status: designates your collaborative status (online, busy, do not disturb, be right back, away). For more information, see 3DEXPERIENCE Native Apps User's Guide: Native AppsBasics: Sharing Information with 3DMessaging: Using 3DMessaging.
  • My Profile: enables you to view and edit your own profile information. For more information, see Collaboration and Approvals User's Guide: People and Organizations: People: My Profile.
  • Preferences: enables you to configure options to best suit your needs. For more information, see Native Apps Preferences Guide.
  • Work Offline: enables you to work for a limited period of time without being connected to the server. For more information, see Collaborative Lifecycle User's Guide: Working Offline.
  • My Offline Content: enables you to prepare your Offline environment by adding objects to your Offline Content during an Online session. For more information, see Collaborative Lifecycle User's Guide: Working Offline.
  • My Favorite Content: enables you to bookmark work contexts. For more information, see 3DEXPERIENCE Native Apps User's Guide: Native AppsBasics: Using Favorites.
  • My Simulation Tasks: enables you to work with an object during execution of a simulation process. For more information, see Optimization Process Composer User's Guide: Running and Monitoring Jobs: Working Interactively with Objects.


Add Lets you access new content creation. Its content may vary depending on the current app.

The following entries are provided:

  • Content: create new content
  • Import: import content (3D XML, SOLIDWORKS, CATIA File, File) into your session
  • Physical Product: create a Physical Product
  • 3D Part: create a 3D Part
  • Drawing: create a Drawing

Import

For more information on importing 3D XML, STEP, IGES, or CATIA V5 files see, Exchange Management User's Guide, Import.

For more information on importing SOLIDWORKS files, see SOLIDWORKS User's Guide, Common Services.



Share Lets you share content with other users. You can also share content to collaborative spaces, save modifications, export objects, and print content.

Its content may vary depending on the current app.

The following entries are provided:

  • Save: save modifications to the database
  • Share: 3DSwym, 3DDrive, and Collaborate with EBOM
  • Instant Collaboration
  • Export: export content to different types of files
  • Print: print the active document
  • Publish: publish the selected object

Save

You can save your work by going to the Share menu in the top bar and clicking Save in the list (or you can also enter Ctrl+S).
Important: This save allows you to save the content in the current tab and all content related to them. If you want to save only some content of the current tab you can perform a Save.... For more information, see 3DEXPERIENCE Native Apps: Native Apps User's Guide: Advanced: Saving: Saving Content with Advanced Options.

Save All

You can save all the tabs of the session at the same time using the Share > Save > Save All. The Save with Options dialog box opens. For more information, see 3DEXPERIENCE Native Apps: Native Apps User's Guide: Advanced: Saving: Saving Content with Advanced Options.

Save with Options

You can save your work with more options through the Save with Options dialog box. You can, for example, save as a duplicate or a new revision. For more information, see 3DEXPERIENCE Native Apps: Native Apps User's Guide: Advanced: Saving: Saving Content with Advanced Options.

Local Save

You can save a 3DEXPERIENCE session without committing the modifications in the database. For more information, see Installation and Setup: Administrate: 3DEXPERIENCE Platform: Native Apps Preferences: All Preferences: Social and Collaborative: Global Design Management: Collaborative IP Management: Local Save & Exit.

Share to Collaborative Spaces

You must first select your object and then go to the Share menu in the Top Bar and select Share to Collaborative Spaces.

The Share to Collaborative Spaces command is available from a Navigation tab or from search results and only for product-related content.

Sharing to other collaborative spaces leads to expanding the selected object from the database and duplicating the resulted content in the targeted collaborative space. This action can be modified through the PLMAuthoringDefaultPropagationScope Business Logic. The PLMIdentificationInitialization Business Logic also allows you to valuate PLM attributes with a specific naming policy.

The security of the Share command is contextual to the responsibility the user has on the Collaborative Space of the selected object. Share is authorized even if the user is connected as Contributor or Author. If nothing is selected, the Collaborative Spaces item is grayed in the Share menu.

To share content from a collaborative space to another collaborative space, you must be Leader and at least Author on the targeted collaborative space.

Share to Community

You can publish content to a community that has already been created in 3DSwym. For more information, see 3DSwym User's Guide: Community Management.

First select your object and then go to the Share menu in the Top Bar and select Community. The Share to Community dialog box that appears lets you choose the platform and then the community to which you want to publish the selected content. You can either share your object as a media only or add a post to the Blog section, a question to the Question section or a suggestion in the Ideas section of your community.

Note: You are allowed to share 3D models and other documents (containing only one file) to the 3DSwym communities. For more information about the supported document types, see 3DSwym User's Guide: Media and Codecs. A simplified model is computed from the 3D model using various simplification techniques that include standard tessellation and decimation operations (Hidden Surface Removal and medium compression). This resulting simplified model is then exported as a 3D XML file that is finally published to the community.

Share to 3DDrive

Environment: Cloud only.

Required responsibilities: Author, Leader.

You can generate 3D XML files from physical products, 3D Parts and 3D Shapes, and publish them in 3DDrive. If you have access to several 3DEXPERIENCE drives, you can select one of them from the list. Select the folder where you want to publish the object in your drive. You can also modify the name of the 3D XML file to be created.

Notes:
  • 3D Shapes can only be published as 3D XML files from Product Finder.
  • If you select a node of an assembly, it is published without context but with all its children.
For more information, see 3DDrive User's Guide

Export

  • For more information on exporting to files, to 3D XML, to STEP, IGES and CATIA V5, see Exchange Management User's Guide: Export.
  • For more information on exporting to X-PDM, see Adapter for X-PDM User's Guide: Transferring Engineering Data to X-PDM: Transferring in Interactive Mode.

- Platform Cloud only: Displays the name of the current platform when working in a multi-platform environment.

The platform name is displayed to the left of the current collaborative space.


Collaborative Space

Displays the current collaborative space and lets you switch to another collaborative space.

Your current responsibility and organization appear when you hover over the name of the collaborative space.

For more information about collaborative spaces, see 3DEXPERIENCE Platform User's Guide: Collaborating in 3DEXPERIENCE: Working with Others in Collaborative Spaces.

Switch to Another Collaborative Space

The menu displays information about your current responsibility and organization for the current collaborative space, and the list of available collaborative spaces for your account.

You can switch to another collaborative space by clicking it. The switch is done in session. The switch is performed once all session content has been saved. The selected collaborative space is defined as the default in the user settings only if the user responsibility is not Owner.

If you select a collaborative space or organization in which you have more than one responsibility, the Select Credentials dialog box appears.

If you have more than one responsibility in the current collaborative space, click Edit to open the Select Credentials dialog box and choose another responsibility.

Note: Switching collaborative spaces and responsibilities from the top bar menu is impossible if settings are stored in the database, not in files. For more information, see Installation and Setup: Install: 3DEXPERIENCE Platform: Installing 3DEXPERIENCE Platform Services for the First Time: Installing Services One-by-One: Native Apps: Configuring the Software: Configuring Settings.

Manage

Cloud only: This command opens the 3DSpace app. For more information, see the 3DSpace User's Guide.



Help Lets you access online user assistance, tutorials, and coachmark.

Cloud only: The Help menu also provides update information.

For more information, see Getting Help.

Important: The layout of the top bar changes according to the window width: on extra small screens, the search box and the menus are reduced to an icon:
  • To run a search, click and enter a search criteria.
  • To expand the menu list, click .